Falcon Wealth Planning’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History
Bought
Maintained
Sold
Other funds holding XLE
Falcon Wealth Planning's XLE Position: Q2 2026 in Review
Falcon Wealth Planning reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 4.6% in Q2 2026, selling an estimated $54.7K and leaving 19,666 shares worth $1.04M. The position accounts for 0.07% of the portfolio, ranked #94.
Falcon Wealth Planning first reported a position in XLE in Q4 2020 and has held it in 23 quarters since. The position peaked at $11.8M in Q4 2023. 2,029 funds tracked by Wall St. Rank hold XLE as of Q2 2026.
- Falcon Wealth Planning held 19,666 shares of State Street Energy Select Sector SPDR ETF worth $1.04M as of Q2 2026.
- Falcon Wealth Planning sold 956 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $54.7K.
- State Street Energy Select Sector SPDR ETF made up 0.07% of Falcon Wealth Planning's portfolio in Q2 2026, its #94 holding.
- Falcon Wealth Planning first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2020 and has held it in 23 quarters since.
- Falcon Wealth Planning's State Street Energy Select Sector SPDR ETF position peaked at $11.8M in Q4 2023.
- 2,029 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.
Based on Falcon Wealth Planning's 13F filing for Q2 2026, filed 13 Jul 2026.